Configuration

34 articles

Start your configuration experience here

If you're in a project, you will have a Quinyx Application Specialist contact with whom you can consult. If you are not in a project, talk to your Quinyx Support contact if you have any questions. Co…

Updated by Daniel Sjögren

Setting up a new customer in Quinyx

The creation of a customer is done by an Application Specialist from Quinyx at the beginning of your project. The Application Specialist will activate the modules that are included and will add basic…

Updated by Leigh Hutchens

Working with roles and access rights

Read more about role management here and access rights here. You can even watch a short video tutorial here ! Depending on their role, Quinyx users require access to different functional groups of th…

Updated by Leigh Hutchens

Working with mobile app and staff portal access rights

Read more about manager and employee settings for mobile and staff portal access rights here. What are mobile app and staff portal access rights? You can control what employees are able to see and do…

Updated by Leigh Hutchens

Working with units

Please note that the ability to create your own units depends on your license. If you can't create your own units, contact our Quinyx Support team. They will be happy to help or point you in the righ…

Updated by Daniel Sjögren

Working with an organizational structure

Using the company's organizational structure usually provides a good basis when setting up your configuration. However, it's not unusual that you will need to make some small changes to achieve the d…

Updated by Leigh Hutchens

Working with cost bearers

Cost bearers are not mandatory in Quinyx. Two types of cost bearers, cost centers, and projects, are included with the basic Quinyx modules. Tags is a separate module with an additional license fee.…

Updated by Leigh Hutchens

Working with salary types

Salary types is a code that Quinyx uses to send the number of hours worked to the payroll system. This will allow the payroll system to understand how the worked hours will be paid. In Quinyx, there…

Updated by Leigh Hutchens

View, add, and edit salary types

A salary type is a code that Quinyx uses to send the number of hours worked to the payroll system. This is how the payroll system understands how the hours worked will be paid. In Quinyx, there is a…

Updated by Daniel Sjögren

Working with absence reason types

Read more about using absence settings and absence reason types here. What are absence reason types? Absence reason types are used to define how an absence type should be considered. If any of the ab…

Updated by Daniel Sjögren

Working with absence types

An absence type is what is entered by the employee or reported by the manager when an employee has an absence. You can add as many types as you want your organization to be able to report as an absen…

Updated by Leigh Hutchens

Working with absence schedules

Absence schedules are optional. Please note that absence schedules will not work with part-time absences. Click here to read more about adding an absence schedule in Quinyx and watch a short video tu…

Updated by Daniel Sjögren

Working with Overtime methods

Quinyx offers various calculation methods for overtime and additional time. You’ll find a section called “Overtime methods” under the Account settings > Agreements > Overtime methods. When you naviga…

Updated by Leigh Hutchens

Working with Time Trackers

Using Time Trackers in Quinyx is optional. What is a Time Tracker? Time Tracker is a unique Quinyx term. It’s a feature for keeping track of hours and minutes or days. For example, you can use Time T…

Updated by Leigh Hutchens

View, add, and delete Time Trackers

Time Trackers is a unique Quinyx term. It’s a feature for keeping track of hours and minutes or days. For example, you can use Time Trackers to track vacation balances, time off in lieu, or flextime.…

Updated by Daniel Sjögren

Working with standard overtime periods

Using global overtime periods in Quinyx is optional, and overtime periods can be set on an agreement level instead. What is a standard overtime period and how is it used? Global overtime is used to s…

Updated by Leigh Hutchens

Working with standard unsocial time periods

Using standard unsocial time (UT) periods in Quinyx is optional, and you can use UT periods on an agreement level instead. What is standard unsocial time and how is it used? Unsocial Time (UT) is an…

Updated by Leigh Hutchens

Working with agreement templates

Click here to read more about using agreement templates. What is Agreement Templates? The agreement can be viewed as a framework defining what rules regarding working hours are applicable to the indi…

Updated by Daniel Sjögren

Working with warnings and time settings

Account Settings From the Account menu you are able to navigate to different places in Quinyx. Account settings can be found under the Account menu, the drop down menu from your user profile up in th…

Updated by Leigh Hutchens

Working with skills

Skills are used to make sure you have the correct employee working on a specific shift. If you assign a skill to an employee and associate that skill with a shift type, you can make sure only employe…

Updated by Leigh Hutchens

Working with shift types

Read more about how to create and use shift types here. What is a shift type? In Quinyx, shifts are used to define what hours the employee is working, and they can also carry additional information.…

Updated by Daniel Sjögren

Working with districts

Districts are optional and are in some cases not used in the structure. If so, the units are created directly from the Customer level. Click here to read more about how to add districts. What is a di…

Updated by Leigh Hutchens

Working with sections

Please note that using sections in Quinyx is optional. Read more about group management and how to add sections here. What is a section? You can create sections in order to separate different areas o…

Updated by Leigh Hutchens

Working with tags

Please note that Tags is a separate module in Quinyx. Contact Sales for further information. What is a tag? A tag is a container of properties that you can connect to shift types, shifts, or punches.…

Updated by Leigh Hutchens

Working with bank holidays

When working with bank holidays, there are several ways to configure them and set everything up for your organization. At the end of the day, it comes down to what works best for you, but below is a…

Updated by Daniel Sjögren

Working with Scrive/E-signing

E-signing is an add-on service that uses the Scrive eSign module. Employment agreements can be created, signed, and distributed digitally via Quinyx. In an agreement template, it's possible to define…

Updated by Leigh Hutchens

Compensation rules

Compensation rules are rules that define a reimbursement an employee is entitled to within Quinyx WFM. One use case for this is bank holidays where employees should be reimbursed on the bank holiday…

Updated by Leigh Hutchens

Eligibility rules

Eligibility rules are rules that define if an employee is eligible for a generated item within Quinyx WFM. The eligibility rules can be added to the bank holiday rules on agreement templates as well…

Updated by Daniel Sjögren

Accepted file formats

Format Type Qmail Attachments Newsfeed Publisher Employee Attachments PDF Form Module Document Portable document format (PDF) Yes Yes Yes Yes Word document (DOC and DOCX) Yes Yes No No Microsoft exce…

Updated by Daniel Sjögren

Deep linking to mobile tabs

Deep linking is using (custom) URL schemes to direct users to specific pages within an app, enhancing user experience and helping users navigate to different pages. With Quinyx, you have the possibil…

Updated by Victor Jespersen

Changing payroll solution

When changing your payroll solution, there are some things you might want to take into consideration, especially since each payroll file comes with its own checks and balances. One thing to keep in m…

Updated by Leigh Hutchens